Avoiding Precious Metals Scams

Investing in precious metals through a Self-Directed IRA can be an appealing option.  Its one way to diversify your retirement portfolio.  However, it’s crucial to…

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Understanding the 10% Holdback Rule

Understanding the 10% Holdback Rule Investing in real estate through a Self-Directed Individual Retirement Account (SDIRA) or Solo 401(k) plan can be a lucrative strategy…

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Investing Your IRA in Real Estate – 5...

Investing your Individual Retirement Account (IRA) in real estate presents lucrative opportunities, but it entails specific rules and considerations. At uDirect IRA Services, we engage…

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Self-Directed Rewards Carry Some Risk

Navigating the realm of investments can feel like diving into the unknown, especially for those just starting out. However, the complexity, risks, and unfamiliarity can…

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Turbocharging Your IRA

Are you enthusiastic about real estate investing? Do you envision building a robust portfolio of properties that generate passive income and long-term wealth? If so,…

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How Your IRA Can Be the Bank

Individual Retirement Accounts (IRAs) have been around for about 50 years.  IRAs allow individuals to invest in stocks, bonds, mutual funds, and other traditional assets.…

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Leveraging Non-Recourse Lending

Introduction: Investing in real estate through self-directed retirement accounts offers you the opportunity to diversify your retirement portfolios beyond traditional stocks and bonds. One powerful…

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Understanding the SEP IRA

Saving for retirement is a crucial aspect of financial planning, especially for entrepreneurs and small business owners who often lack the security of traditional employment…

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Prohibited Transaction Exemptions

Understanding Prohibited Transaction Exemptions: A Deep Dive into the Department of Labor’s Final Regulations On January 24, 2024, the Department of Labor (DOL) announced significant…

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What types of investments can be held in...

In the realm of retirement planning, traditional Individual Retirement Accounts (IRAs) often limit investment choices to stocks, bonds, and mutual funds. However, for those seeking…

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The IRA 60-Day Rollover

Mastering the IRA 60-day rollover provision empowers individuals to efficiently manage their retirement funds while avoiding unintended tax consequences. In this article, we explore the…

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Getting a Property Out of a Self-Directed IRA

Investors often leverage Self-Directed Individual Retirement Accounts (IRAs) for real estate ventures.  As a result, these inventors capitalize on diversification and potential growth within a…

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Investing in Property with Your Self-Directed IRA

Investing in real estate has always been a popular choice for those looking to build wealth, and for some, utilizing their self-directed IRA presents a…

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IRA Contributions with Workplace Plans

Planning for retirement often extends beyond workplace plans. Can you contribute to an IRA while participating in an employer-sponsored plan?  Yes, you can.  The thing…

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Double IRA Contributions in 2024

Double IRA Contributions in 2024: Maximizing Your Savings Contributing to your Individual Retirement Account (IRA) is a powerful financial.strategy.  Not only does it help you…

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Real Estate IRA 2024

Are you intrigued by the idea of expanding your retirement portfolio beyond the traditional avenues of stocks and bonds? Delving into the realm of Real…

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Partnering IRA Funds with Disqualified People

The IRS goes to great lengths to outline the prohibited transactions of your IRA.  Prohibited transactions may involve disqualified persons. Engaging in prohibited transactions within…

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A Roadmap to Required Minimum Distributions

Are you in your 70’s?  Congratulations on reaching that golden age! But, hold on – there’s a financial rite of passage awaiting you, known as…

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The Solo 401k Advantage in 2024

Are you a self-employed individual with no full-time employees in your company? If so, here’s great news for you! The Solo 401k is emerging as…

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Take Command of Your IRA Investments

Let’s explore the dynamic world of investment possibilities that await you. Remember, the key to success is active involvement and adherence to self-directed IRA investment…

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